Pictet Asset Management Holding SA

Position in NET — Cloudflare, Inc.

CIK 1993888 CAROUGE, V8

Position in NET

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$285,158,784

+$53,413,100 QoQ

Shares Held

1,381,985

+17.6% QoQ

Ownership

0.391%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 94.10065955853356.ToString("F0")% Shared 0.ToString("F0")% None 5.899340441466442.ToString("F0")%

Technology · as of Mar 31, 2026

Pictet Asset Management Holding SA holds $5,969,487,711 across 68 Software - Infrastructure names. NET ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,689,245	$2,476,157,821
2	PANW	Palo Alto Networks Inc	4,809,361	$771,036,755
3	TWLO	Twilio Inc	2,331,471	$293,345,681
4	NET	Cloudflare, Inc. This page	1,381,985	$285,158,784
5	ZS	Zscaler, Inc.	1,920,540	$269,432,556
6	FTNT	Fortinet, Inc.	3,287,041	$268,616,990
7	SNPS	Synopsys Inc	494,584	$196,092,664
8	OKTA	Okta, Inc.	2,490,681	$196,041,501

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$285,158,784	1,381,985	+17.6%	Shares	Sole	2026-04-22
2025-12-31	$231,745,684	1,175,479	-7.1%	Shares	Sole	2026-01-29
2025-09-30	$271,539,396	1,265,387	-8.1%	Shares	Sole	2025-11-18
2025-06-30	$269,659,280	1,377,007	+9.7%	Shares	Sole	2025-08-13
2025-03-31	$141,403,299	1,254,799	+42.7%	Shares	Sole	2025-05-05
2024-12-31	$94,660,195	879,088	+454.6%	Shares	Sole	2025-02-12
2024-09-30	$12,822,682	158,520	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$13,212,627	159,515	+6.5%	Shares	Sole	2024-08-13
2024-03-31	$14,501,163	149,759	-6.5%	Shares	Sole	2024-05-14
2023-12-31	$13,338,918	160,208	-2.8%	Shares	Sole	2024-02-13
2023-09-30	$10,393,593	164,873	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.